Kore Private Wealth’s Constellation Brands STZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-176
| Closed | -$30K | – | 973 |
|
|
2020
Q2 | $30K | Hold |
176
| – | – | 0.01% | 575 |
|
|
2020
Q1 | $25K | Sell |
176
-10
| -5% | -$1.42K | 0.01% | 557 |
|
|
2019
Q4 | $35K | Buy |
+186
| New | +$35K | 0.01% | 531 |
|
|
2019
Q2 | – | Sell |
-80
| Closed | -$14K | – | 708 |
|
|
2019
Q1 | $14K | Sell |
80
-9
| -10% | -$1.58K | ﹤0.01% | 560 |
|
|
2018
Q4 | $14K | Buy |
+89
| New | +$14K | ﹤0.01% | 538 |
|